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  • A Look at Recent Past Papers for the CII AF1 Exam – March 2024

    Posted by on March 5, 2024

    In this article, we are taking a look at the questions asked in four past exam papers of the...

    Brand Financial Training

  • A Closer Look at Purchased Life Annuities

    Posted by on February 27, 2024

    In this article, we look at purchased life annuities, focusing in particular on their taxation and the reasons for...

    Brand Financial Training

  • What Happens on the Death of an ISA Holder

    Posted by on February 20, 2024

    Here, we take a look at what happens on the death of an ISA holder and a special allowance...

    Brand Financial Training

  • A Look at Trusts for Bereaved Minors and 18 to 25s

    Posted by on February 13, 2024

    The Finance Act 2006 introduced two new categories of special trusts: trusts for bereaved minors and 18-25 trusts. In...

    Brand Financial Training

  • Brand Bitesize: Enterprise Investment Scheme

    Posted by on February 13, 2024

    In this Brand Bitesize video, we talk about Enterprise Investment Schemes. This is useful for CII R02, R03, or...

    Brand Financial Training

  • The CII AF1 September 2023 Exam in Review

    Posted by on December 14, 2023

    The CII has released their papers from the exam sittings that happened in September.  In this article, we look...

    Brand Financial Training

  • CII Exam Combinations to Consider

    Posted by on November 14, 2023

    For those of you starting to plan your exam journey for 2024, you’ll be pleased to hear the CII...

    Brand Financial Training

  • A Clever Way of Reducing the Child Benefit Tax Charge

    Posted by on September 19, 2023

    This article shares with you an example where a couple, who are receiving the child benefit for their two...

    Brand Financial Training

  • Income Tax Calculation Using the 6 Steps

    Posted by on August 22, 2023

    In this blog post, we’re going to put the six steps to working out someone’s income tax liability into...

    Brand Financial Training

  • Understanding Charitable Trusts and Their Tax Treatment

    Posted by on August 15, 2023

    Increasingly, individuals are turning to charities for vital support in times of need where their needs are not met...

    Brand Financial Training

  • The Hidden Benefits of Class 3 National Insurance Contributions

    Posted by on June 27, 2023

    National insurance is commonly perceived as just another tax, but its true value lies in being a remarkable investment...

    Brand Financial Training

  • Brand Bitesize: Self-Assessment

    Posted by on June 13, 2023

    In this Brand Bitesize video, we take a look at self-assessment – relevant to CII exam R03, but also...

    Brand Financial Training

  • The CII AF1 February 2023 Exam in Review

    Posted by on June 1, 2023

    The CII has released their papers from the exam sittings that happened in February.  In this article, we look...

    Brand Financial Training

  • National Insurance and Stamp Duty Land Tax Changes

    Posted by on May 23, 2023

    2022/23 was quite a year for both Stamp Duty Land Tax (SDLT) and National Insurance contributions (NICs). For the...

    Brand Financial Training

  • Getting a Good Grasp of the Two Types of Lasting Power of Attorney

    Posted by on April 11, 2023

    A Lasting Power of Attorney, commonly shortened to LPA, gives someone else the legal authority to look after your...

    Brand Financial Training